See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,963 | $176,056-77.9% | $159,436-75.6% | $167,490-76.7% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 37.34% | 331.75%-294.4pp | 263.57%-226.2pp | 478.56%-441.2pp |
| Employer contribution / active EE | $5,084 | $5,297-4.0% | $4,829+5.3% | $4,837+5.1% |
| Participant deferral / active EE | $6,449 | $7,750-16.8% | $7,352-12.3% | $6,341+1.7% |
| Admin fee / account holder | $639 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |